Carson Wealth (CWM LLC)’s Sumitomo Mitsui Financial SMFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Sell |
15,586
-1,127
| -7% | -$17.1K | ﹤0.01% | 2031 |
|
|
2025
Q1 | $258K | Buy |
16,713
+171
| +1% | +$2.64K | ﹤0.01% | 1762 |
|
|
2024
Q4 | $240K | Sell |
16,542
-414
| -2% | -$6.01K | ﹤0.01% | 1715 |
|
|
2024
Q3 | $214K | Sell |
16,956
-215
| -1% | -$2.71K | ﹤0.01% | 1722 |
|
|
2024
Q2 | $230K | Buy |
17,171
+1,456
| +9% | +$19.5K | ﹤0.01% | 1516 |
|
|
2024
Q1 | $185K | Buy |
15,715
+1,633
| +12% | +$19.2K | ﹤0.01% | 1550 |
|
|
2023
Q4 | $136K | Buy |
14,082
+28
| +0.2% | +$270 | ﹤0.01% | 1594 |
|
|
2023
Q3 | $138K | Buy |
14,054
+115
| +0.8% | +$1.13K | ﹤0.01% | 1467 |
|
|
2023
Q2 | $120K | Buy |
13,939
+2,306
| +20% | +$19.9K | ﹤0.01% | 1476 |
|
|
2023
Q1 | $93K | Sell |
11,633
-281
| -2% | -$2.25K | ﹤0.01% | 1528 |
|
|
2022
Q4 | $96K | Sell |
11,914
-910
| -7% | -$7.33K | ﹤0.01% | 1396 |
|
|
2022
Q3 | $71K | Buy |
12,824
+5,628
| +78% | +$31.2K | ﹤0.01% | 1495 |
|
|
2022
Q2 | $42K | Sell |
7,196
-6,353
| -47% | -$37.1K | ﹤0.01% | 1703 |
|
|
2022
Q1 | $85K | Buy |
13,549
+6,466
| +91% | +$40.6K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $48K | Buy |
+7,083
| New | +$48K | ﹤0.01% | 1582 |
|
|
2021
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2021
Q1 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q4 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q3 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2020
Q1 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q4 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q3 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q2 | $13K | Hold |
1,829
| – | – | ﹤0.01% | 1996 |
|
|
2019
Q1 | $13K | Buy |
1,829
+1,341
| +275% | +$9.53K | ﹤0.01% | 1996 |
|
|
2018
Q4 | $3K | Buy |
+488
| New | +$3K | ﹤0.01% | 1672 |
|
|
2018
Q3 | – | Sell |
-196
| Closed | -$2K | – | 1973 |
|
|
2018
Q2 | $2K | Sell |
196
-214
| -52% | -$2.18K | ﹤0.01% | 1416 |
|
|
2018
Q1 | $3K | Sell |
410
-540
| -57% | -$3.95K | ﹤0.01% | 1122 |
|
|
2017
Q4 | $8K | Buy |
950
+399
| +72% | +$3.36K | ﹤0.01% | 946 |
|
|
2017
Q3 | $4K | Buy |
+551
| New | +$4K | ﹤0.01% | 1156 |
|
|
2016
Q1 | – | Sell |
-134
| Closed | -$1K | – | 807 |
|
|
2015
Q4 | $1K | Buy |
+134
| New | +$1K | ﹤0.01% | 654 |
|